How to set up automatic appointment reminder via SMS

In this guide, learn how to set up an automatic appointment reminder for patients via SMS to remind them of their upcoming appointments.

Set up tooth feature procedures

This guide explains how you can set up tooth features to be a part of a procedure.

Configure Xero connection

This guide explains how to configure the details of your Xero connection once it has been connected to TidyClinic.

Set up Xero connection

This guide explains how to connect Xero to your TidyClinic.

Set up Sidexis

This guide explains how to set up your sidexis integration in TidyClinic.

Set up system settings

This guide explains how to set up the system settings in your TidyClinic, from company settings to codes and identifiers.

Set up tax rates

This guide explains how to set up tax rates. These are used for charging, payments, and patient credit.

Set up currencies

This guide explains how to set up currencies. These are used for charging, payments, and patient credit.

Set up countries

This guide explains how to set up countries.The default countries area code will be used when you enter contact details when creating new patients.

Set up calendar resources

This guide explains how to set up calendar resources. Calendar resources are the resources that appointments are scheduled under.

Set up calendar display settings

This guide explains how to set up calendar display settings. This is where you can edit the default order and visibility of resources on the calendar for everyone in the organisation. First, you must have Calendar resources set up- learn how to create resources here.

Set up busy block categories

This guide explains how to set up busy block categories that will be used when creating a busy block. A busy block is used to block off or mark a time as busy to prevent patients from scheduling appointments during that time.

Set up appointment categories

This guide explains how to create appointment categories. These will be used when creating an appointment.

Set up referrers

This guide explains how to set up referrers. These are Doctors who refer patients to your clinic. For example, a general practitioner may refer a patient to an Otolaryngologist if the patient's ear condition requires specialised treatment beyond the General Practitioner's scope.

Set up medical alert severities

This guide explains how to set up medical alert severities. You will use these when adding a medical alert to a patient profile, to set how serious it is. Patient severities will appear at the top of their EMR page.

Set up SMS templates

This guide explains how to set up SMS templates. These can be used when sending an SMS to a patient.

Set up email templates

This guide explains how to set up email templates. These can be used when sending an email to a patient.

Set up patient folders

This guide explains how to set up patient folders. These are the default folders that will appear under a patients profile and are used to organise clinical files. Within the patient profile, additional folders can be made. Default and individual folders can be deleted from individual patients

Set up clinical file templates

This guide explains how to set up clinical file templates. A clinical file is a mail-merge document that is populated by patient information.

Set up admin note categories

This guide explains how to manage your Admin note categories and set up new Clinical note categories.

Set up clinical note templates

This guide explains how to set up clinical note templates. These will be used when you add a clinical note to a a patients profile.

Set up payment providers

This guide explains how you can set up payment providers. The Payment providers tab is where you can manage entities that can pay for charged procedures, e.g. insurance companies, patients, etc.

Set up payment receivers

These are entities that can receive payment for charged procedures, e.g. practitioners, etc.

Set up procedure categories

This guide explains how you can set up procedure categories, to then sort your procedures.

Set up procedures

This guide explains how you can manage procedures that can be charged to patients. These can be charged out through a treatment plan, or directly through an appointment.

Set up medications

This guide explains how you can manage medications to be used in prescriptions. You can configure name, dosage, frequency, as well as medical interactions. You can also create Medication categories.

Set up users

This guide explains how to manage users that can access your organisation.

Set up user profiles

This guide explains how to manage your user details and set up permissions.